BUSINESS
Why it makes sense to allow foreign players to bid for Air-India
In the airline sector, Air India is by far the most eligible bachelor. Restricting it to only suitors from India will not fetch the government the right valuation.
BUSINESS
Bank loan growth – The devil is in the details
Post the recent policy announcement, various reports have quoted bankers saying the credit offtake has started picking up. Banks’ credit growth is nowhere close to their prime and still are not running on all engines
BUSINESS
Is the rise in crude oil prices here to stay?
Analysts expects that oil prices to move in a price band of USD 45 to USD 60 for the calendar year 2018.
BUSINESS
Foreign Trade Policy hits the right notes by playing to the exporters' gallery
The good part about the policy is that it has laid a long-term roadmap and has focused on clearing the hurdles in the way. At the same time, it has worked on providing jobs to the economy and promotes entrepreneurship by standing behind the exporter to explore new markets.
BUSINESS
Air India divestment: No better time than now for the Maharaja
The stars are favourably aligned for Air India’s divestment. The only issue that will need to be handled is the labour issue.
BUSINESS
Gujarat elections could be a double-edged sword for the market
Even as markets are precariously close to an important technical level what is also important is the timing when the level is being tested. The all-important state of Gujarat is going to the polls; any negative surprise will result in little respect for the level.
BUSINESS
It is not about selection but about allocation: Nooresh Merani
Your returns are going to be defined by cash allocation or equity allocation. Second is the sectoral allocation
BUSINESS
Key learning from 2008 crisis was to cut down on my leverage: Nooresh Merani
2007 was a breeze and that is when I made my capital. Apart from one foolish mistake, which I did, influenced by someone, the run was good, he said.
BUSINESS
How a software engineer traded his way to financial freedom
An IT engineer, Nooresh Merani, left his job to pursue a career in trading
BUSINESS
Defaulting promoters attempt to stall bankruptcy proceedings on technical ground
Reports say that many promoters of defaulting companies may approach the Supreme Court with a plea against the amendment.
BUSINESS
Has the real estate sector been delivered a knock-out punch?
The Income Tax Department appears set to tax unsold flats that have been lying with developers for more than a year.
BUSINESS
Why it makes sense to keep energy prices on par with international rates
Aligning international rates for energy prices and keeping the poor sections of the society protected would mean that the producing industries have a better chance of improving their profitability
BUSINESS
Here’s why giving infrastructure status to the logistics sector is a great move
By bringing logistics at par with roads in term of its status, the government has provided the necessary platform for development. It remains to be seen if the private sector bites the bullet and participates in the development of a logistical backbone
BUSINESS
Is extending direct benefit transfers to fertilizers a boon or bane?
There are signs of improvement for all stakeholders; however, it's still early days as DBT is not yet fully implemented both in terms of geography and its offerings.
BUSINESS
Murthy's 'all is well' at Infosys means very little
This statement comes from the person who was making all the noise that resulted in a complete revamp of the board and an unhappy ending to the tenure of CEO Vishal Sikka, a man handpicked by Murthy himself.
BUSINESS
Is it labour pains for the wind power sector?
The ground is fertile for a strong growth in the wind power sector with tariff rates falling to levels which makes SEBs consider buying wind power. Further, as central government is involved the market opens up for other non-windy states.
BUSINESS
IPOs once again prove Warren Buffett right – they are avoidable
Value investors as a norm do not like to invest in initial public offerings (IPO). Most of them publicly disclose their aversion to it and advice retail investors to stay away from it.
BUSINESS
Did Karnataka govt shoot itself in the leg by clearing the IT union?
Just when the dust was settling in the rattled information technology (IT) space Karnataka government has decided to stir up the sector. It became the first state to recognise trade union in the IT sector.
BUSINESS
Reservation in private sector – an idea that needs a quiet burial
Making the private sector players recruit people based on the family into which they are born interferes with rights of the entrepreneur to choose the person he wants to work with.
BUSINESS
One year after demonetisation, the government has data to show it worked
Over 99 percent of the demonetized Rs 500 and Rs 1,000 notes are back in the banking system. According to the RBI annual report Rs 15.28 lakh crore came back, out of Rs 15.44 lakh crore in circulation.
BUSINESS
Why it would be a good idea for the government to get PSU banks married off
What public sector banks need is autonomy in operations. All government backed banks like HDFC Bank, ICICI Bank and Axis Bank proved that autonomy is all that is needed to make it a success.
BUSINESS
As OPEC nations rest their rigs, India on a slippery slope
High oil prices mean India imports inflation which would give an already hesitant Reserve Bank of India an excuse to delay rate cuts further. The government would like lower oil prices especially since important states are going in for election.
BUSINESS
Murthy’s shenanigans at Infy show why cos should be shielded from shareholder activism
Murthy is increasingly looking like a possessive parent, protecting the company from non-promoter management who took over after he and the founders took turns at being CEOs.
